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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,445 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $6,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,628 | $63,905-36.4% | $74,184-45.2% | $57,658-29.5% |
| Participation rate | 97.8% | 79.8%+18.0pp | 76.6%+21.2pp | 70.2%+27.6pp |
| Annual return | 6.96% | 60.60%-53.6pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $812 | $1,840-55.9% | $2,370-65.8% | $1,974-58.9% |
| Participant deferral / active EE | $4,722 | $3,448+36.9% | $3,550+33.0% | $3,061+54.3% |
| Admin fee / account holder | $45 | $91-50.4% | $5,586-99.2% | $95-52.2% |